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Apple CEO Tim Cook greets Apple employees at an Apple store as customers queue for the release of the new iPhone 17 models in New York on Sept. 19, 2025.
Angela Weiss | AFP | Getty Images
Shares of Apple have seen a resurgence in the days following the launch of its latest iPhone lineup, effectively erasing earlier losses sustained in 2025. The stock’s recent gains, highlighted by a 4% increase on Monday, have pushed its year-to-date performance into positive territory, marking Apple as the last of the tech behemoths to achieve this milestone.
The unveiling of the new iPhone, Apple Watch, and AirPods models occurred recently. Specifically, the iPhone Air, priced at $999, represents a notable design overhaul, and initial demand appears robust.
Analysts at Bank of America Securities observed in a recent note: “Our monitoring of iPhone ship dates on Apple’s official website and various carrier platforms indicates that, as of September 22nd, the delivery timeframe for the iPhone 17 (18 days) is extended compared to that of last year’s iPhone 16 (10 days).” This longer lead time suggests a significant level of consumer interest and pent-up demand for the latest iteration of the iPhone.
Furthermore, pre-order data indicates that Apple is experiencing strong traction in the critical Chinese market. A resurgence in demand from China following some periods of struggle, could greatly bolster overall iPhone sales numbers, but it also indicates a robust competitive landscape in the world’s largest mobile phone market. The company must continue to innovate to fend off fierce local competition in this territory.
While Apple’s stock performance has lagged behind other major tech players in 2025, this has been largely attributed to the company’s comparatively lower investment in AI infrastructure, including AI chips and extensive data centers. The delayed enhancements to Siri, are planned for 2026, has fueled concerns that Apple is losing ground to competitors such as Google and Microsoft in the race to embed sophisticated AI capabilities into their product ecosystems.
Despite these concerns, Apple’s latest product offerings do incorporate several AI-driven features. The new AirPods Pro 3, for example, boast real-time spoken text translation, while the updated Apple Watch models leverage machine learning algorithms to provide users with proactive alerts regarding potential high blood pressure risks. These advancements demonstrate Apple’s ongoing efforts to integrate AI strategically into its products, enhancing user experience and offering tangible benefits. Although Apple has taken some time to fully develop its AI strategy, the initial signs are there that the company is ready to use that technology in compelling new ways. Investors will be looking closely at Apple’s upcoming AI announcements to see whether the company can truly compete in this field.
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Original article, Author: Tobias. If you wish to reprint this article, please indicate the source:https://aicnbc.com/9759.html
